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What core services does Incite provide for its clients?
Incite has a series of course plans catering to different levels of financial expertise. Depending on how much you’d like to learn, we can offer anything from a beginner’s overview for general financial literacy + basic budgeting templates, to an advanced toolkit for mapping out your strategies for investing, building a savings buffer/emergency fund and building a secure financial future. We offer behavioural finance tips, resources and frameworks to help you transform your money management. How in-depth you’d like to go is entirely up to you!
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How do the courses work?
Our courses offer a sliding scale of financial literacy information, depending on how much you would like to learn and what your own financial goals might be. Each course is a once-off purchase that will grant you access to all modules within that course package – which you can work through at your own pace.
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What subjects are included in each course?
Each of our courses will offer information covering each of the four specialisation areas: General Financial Literacy, Investing + Portfolio Wealth Generation, Budgeting and Optimised Financial Health, and Professional Development + Women's Mental Health. The amount of information in each course will range from basic to advanced, but doesn’t use huge amounts of technical jargon – we want all information provided to our clients to be accessible and easy to understand, no matter your level of financial expertise.
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Does Incite promote or advertise any specific financial products or services in their courses?
No. Incite is not sponsored by, or linked to any affiliate financial products or services, and will never promote or recommend any specific financial products and services at any time. The aim and intention of Incite is first and foremost to empower our clients with tools and resources to make their own financial decisions, and to take their financial futures into their own hands.
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Does Incite provide one-on-one consultation sessions?
At this stage, we don’t currently provide one-on-one consultations with our clients, but we hope to do so from mid-2021 onwards!
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Does Incite provide specific financial planning advice for individual circumstances?
No. The advice, educational materials and resources provided by Incite does not constitute formal financial advice. We advise that you should always seek detailed professional advice from a reputable and fully licensed Australian financial services provider, who will tailor approaches, advice and planning to your specific needs as required.
Testimonials
Check out what some of our happy clients have to say!
At Incite, we pride ourselves on delivering results and helping our clients boost their financial know-how. We want to help you transform your money management skills, goal setting, mindset and confidence when stepping into your finance journey.
Uplifted my money outlook so much.
Mei, 30
“I really needed some inspiration and guidance after losing my job due to COVID-19. Incite Wealth Coaching’s course helped me rethink my money management as a big opportunity. I don’t feel scared going forward now, I feel like I can jump right into being guided through the process and developing the required knowledge to hit the ground running.”
I found this course so inspirational!
Michelle, 46
“The course pulled all the different bits and pieces of the process together and lays them out in an organized step-by-step manner. I wanted to step up with my finances for a long while now but I have always lacked the self-confidence to push myself out of the comfort zone, and I feel very motivated now.”
Completely changed how I think about my money habits!
Natalie, 32
“So incredibly impressed by the amount of knowledge and resources available in one platform! I really like that every component of the course makes me feel empowered (instead of overwhelmed) at the prospect of investing in my future self.”
So helpful!
Lauren, 27
“Incite has completely transformed the way I think about my finances.”
Finally a finance course for women, by women.
Jenny, 54
“Jessica is an amazing coach and has really taken the time to work through the challenges women face when it comes to taking control of our finances.”
The Onyx Advanced Course was completely eye-opening.
Devi, 25
“Cannot recommend Incite enough! The information is so easy to follow and understand, and because it’s self-paced I love that I can work through as much info as I want at my own pace. They keep it relevant through the process, you feel supported and encouraged from the get-go.”
Totally transformed my financial confidence :)
Claire, 37
“I’ve gone from thinking this was a really daunting task, to feeling so much more confident in my financial decisions. There wasn’t a single stage of the course where I didn’t feel supported – Incite has really created a fantastic coaching experience for women to take control.”
Incite's Course Offerings
Get started on your money management journey with any of our course plans below!
